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Orion Advisor Solutions

Management Consulting

Founded: 1999
Headquarters: 1701 N 102nd St, Omaha, NE 68114, USA
Overview
Location
Nebraska, United States
Headquarter
1701 N 102nd St, Omaha, NE 68114, USA
Contact Number
(888) 674-6627
Industry
Management Consulting
Contact Email
Not Available
Company Type
Private Company
Website
Founded
1999
CEO
Charles Clark
Codes
SIC Code 87,874 | NAICS Code 54,541
Annual Revenue
120 Million USD
Total Funding
$180M
Recent Funding Amount
$95M
No of Funding Rounds
2
Founders
Eric Clarke
Social Handles

Company Overview

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory f

Top C-suite Members of Company

Connect with key decision-makers at Orion Advisor Solutions. View contact details of C-suite executives and leadership team.

NameTitleContact
Russell MillsChief Executive Officerr****s@orion.com
Ben BellChief Financial Officerb****l@orion.com
Arun AnurChief Operating Officera****r@orion.com
Charley PavlickPresidentc****k@orion.com
Reed ColleyPresidentr****y@orion.com
Michael ForkerExecutive VPm****r@orion.com
Reid PetersControllerr****s@orion.com
Arun AnurChief Operating Officera****r@orion.com
Ben BellChief Financial Officerb****l@orion.com
Charley PavlickPresidentc****k@orion.com
Matthew MileskiRegional VPm****i@orion.com
Reid PetersControllerr****s@orion.com
Russell MillsChief Executive Officerr****s@orion.com

Email Formats

Discover the email patterns used at Orion Advisor Solutions to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Open Graph
Open Graph
Miscellaneous

Orion Advisor Solutions uses Open Graph to enhance their digital capabilities an...

Google Analytics
Google Analytics
Analytics

Orion Advisor Solutions uses Google Analytics to measure website traffic and use...

HSTS
HSTS
Security

Orion Advisor Solutions uses HSTS to enhance their digital capabilities and impr...

Google Font API
Google Font API
Font scripts

Orion Advisor Solutions uses Google Font API to easily embed a diverse range of ...

Salesloft
Salesloft
Marketing automation

Orion Advisor Solutions uses Salesloft to enhance their digital capabilities and...

Salesforce Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement
Marketing automation

Orion Advisor Solutions uses Salesforce Marketing Cloud Account Engagement to en...

DoubleClick Floodlight
DoubleClick Floodlight
Advertising

Orion Advisor Solutions uses DoubleClick Floodlight to enhance their digital cap...

Google Tag Manager
Google Tag Manager
Tag managers

Orion Advisor Solutions uses Google Tag Manager to efficiently deploy and manage...

Glide.js
Glide.js
JavaScript libraries

Orion Advisor Solutions uses Glide.js to enhance their digital capabilities and ...

Quicklink
Quicklink
JavaScript libraries

Orion Advisor Solutions uses Quicklink to enhance their digital capabilities and...

jQuery UI
jQuery UI
JavaScript libraries

Orion Advisor Solutions uses jQuery UI to enhance web applications with a robust...

jQuery
jQuery
JavaScript libraries

Orion Advisor Solutions uses jQuery to simplify client-side scripting, enabling ...

core-js
core-js
JavaScript libraries

Orion Advisor Solutions uses core-js to enhance their digital capabilities and i...

Nginx
Nginx
Web servers

Orion Advisor Solutions uses Nginx to enhance their digital capabilities and imp...

Wistia
Wistia
Video players

Orion Advisor Solutions uses Wistia to host, customize, and market professional ...

ZURB Foundation
ZURB Foundation
UI frameworks

Orion Advisor Solutions uses ZURB Foundation to enhance their digital capabiliti...

PHP
PHP
Programming languages

Orion Advisor Solutions uses PHP to develop dynamic, data-driven web application...

Sentry
Sentry
Issue trackers

Orion Advisor Solutions uses Sentry to proactively monitor, identify, and resolv...

Drupal
Drupal
CMS

Orion Advisor Solutions uses Drupal to build and manage robust, scalable, and se...

Frequently Asked Questions

What is the address of Orion Advisor Solutions's headquarters?

Orion Advisor Solutions is headquartered at 1701 N 102nd St, Omaha, NE 68114, USA.

How can I contact Orion Advisor Solutions by phone?

You can reach Orion Advisor Solutions by calling their customer support number at (888) 674-6627.

What is the official website for Orion Advisor Solutions?

You can visit Orion Advisor Solutions's official website at orion.com.

How much revenue does Orion Advisor Solutions generate?

Orion Advisor Solutions reports an annual revenue of approximately 120 Million USD.

What is the SIC code for Orion Advisor Solutions?

The Standard Industrial Classification (SIC) code for Orion Advisor Solutions is 87,874.

What is the NAICS code for Orion Advisor Solutions?

Orion Advisor Solutions falls under the NAICS code 54,541.

How many people work at Orion Advisor Solutions?

Orion Advisor Solutions has a workforce of about 1600 employees.

Which technologies are used by Orion Advisor Solutions?

Orion Advisor Solutions utilizes technologies like Open Graph, Google Analytics, HSTS.

Who is the Chief Executive Officer (CEO) of Orion Advisor Solutions?

The CEO of Orion Advisor Solutions is Charles Clark.

How can I get in touch with Orion Advisor Solutions?

To contact Orion Advisor Solutions, call (888) 674-6627 or visit their website at orion.com

Is Orion Advisor Solutions a publicly traded company?

No, Orion Advisor Solutions is a private company.

How much total funding has Orion Advisor Solutions secured so far?

To date, Orion Advisor Solutions has raised $180M across 2 funding round(s).

Which industry is Orion Advisor Solutions part of?

Orion Advisor Solutions operates in the Management Consulting, Business Services industry.

Who are the main competitors of Orion Advisor Solutions?

Key competitors of Orion Advisor Solutions include Chattem Chemicals, PGIM, Acadian Asset Management, Eaton Vance

Which companies has Orion Advisor Solutions acquired?

Acquisitions by Orion Advisor Solutions include Brinker Capital, Redtail Technology, Orion Portfolio Solutions, CLS Investments .

Who holds the CFO position at Orion Advisor Solutions?

Ben Bell serves as the Chief Financial Officer (CFO) at Orion Advisor Solutions.

Where can I find Orion Advisor Solutions on social media?

You can follow Orion Advisor Solutions on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

When did Orion Advisor Solutions complete its most recent funding round?

Orion Advisor Solutions latest funding round closed on May 20, 2022 with the amount of $95 Million